Property (35)

UK real estate: Performance after repricing
Real assets

UK real estate: Performance after repricing

Could the UK be closer to the end of this process than other countries?

By Bill Page

08 Jan 2024

1 min read

China’s local government leverage: elephants in the room
Matthew Rodger
Markets and economics

China’s local government leverage: elephants in the room

The strains in China's property sector are also raising risks among local governments.
By Matthew Rodger
12 Jul 2023
3 min read
China’s housing overhang casts a long shadow
Erik Lueth
Markets and economics

China’s housing overhang casts a long shadow

We believe speculation in China's housing market jeopardises GDP growth expectations and could...
By Erik Lueth
10 Jul 2023
3 min read
Commercial real estate: the best and the rest
Bill Page
Investment strategy

Commercial real estate: the best and the rest

Some sectors in commercial real estate may prove surprisingly resilient.
By Bill Page
30 May 2023
2 min read
Real estate debt – a window of opportunity in 2023?
Investment strategy

Real estate debt – a window of opportunity in 2023?

A reset in the UK real estate market and higher yields could create a strong case for real estate...

By Lushan SunPatrick Sweeney

21 Feb 2023

3 min read

Got a (student) room for rent?
Michael Adefuye
Investment strategy

Got a (student) room for rent?

Increased demand for student accommodation, coupled with limited supply, we believe has important...
By Michael Adefuye
12 Jan 2023
4 min read
COP, clean energy and capital
Bill Hughes
ESG and long-term themes

COP, clean energy and capital

Investments in clean energy infrastructure are potentially one of the most tangible ways for...
By Bill Hughes
08 Nov 2022
3 min read
Six spooktacular charts on the global economy
Christopher Teschmacher
Markets and economics

Six spooktacular charts on the global economy

Inflation breakevens treat or housing market trick? Below are six Halloween-themed charts to scar...
By Christopher Teschmacher
31 Oct 2022
2 min read